Charitable Endowment Specialist

Job Summary

Under general supervision, this role provides administrative support to the Raymond James Charitable Endowment Fund department within a designated functional area. The ideal candidate will apply foundational knowledge and skills acquired through education, experience, and/or on-the-job training to perform routine, standardized tasks. Clear instructions and procedures are provided, and while the role involves resolving common questions and issues, more complex matters are escalated to higher-level staff.

• Assist in the preparation and review of departmental reports to ensure accuracy and completeness.
• Manage email correspondence with professionalism, demonstrating strong written communication and customer service skills.
• Maintain a high level of attention to detail while consistently meeting assigned deadlines and performance goals.
• Support various projects and initiatives as assigned by the manager, contributing to team objectives.
• Handle inbound and outbound phone communications as part of daily responsibilities.
• Process a variety of transactions, including new account setups, contributions, approvals, vetting charities, and ongoing account maintenance.

• Understanding of standard administrative support practices, procedures, and office operations.
• Familiarity with fundamental investment principles and practices commonly used in the securities industry.
• Basic knowledge of banking, finance, and operational processes within the securities sector.
• Awareness of financial market terminology, investment products, and/or charitable giving concepts.
• High School diploma with a minimum of one (1) year of general administrative support experience required, or any equivalent combination of experience, education, and/or training.

This is the pay range that Magnit reasonably expects to pay for this position: $17.25/hour - $23.00/hour

• Medical
• Dental
• Vision
• 401K